Finding a User

To find a user, view the help topic on Finding a User.

Understanding the Benchmark Validation page

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  • The Validator column displays the Preceptor or Nurse Leader that last validated the individual benchmark. Benchmarks can be validated by any Preceptor or Nurse Leader that has access to a Preceptee.
  • Status displays the most current status of the benchmark.
  • Effective Date displays the effective date selected by the person validating.
  • Validate button  will display for users that have access to validate a benchmark.
  • History link will show an audit trail of all validation updates associated with given benchmark.

Note: All columns will display the most recent validation update since benchmarks can be validated multiple time until the benchmarks is marked “Valid”.

Validating a Benchmark

  1. From a user's status page, locate the Benchmark Validation Status block
  2. Select the In Progress link above the progress bar
  3. Before you (Preceptor or Nurse Leader) can validate a user, the First Shift Date must be entered. The First Shift Date field will appear at the top of the Benchmark Validation screen. The First Shift Date can be entered by the Preceptee or any Preceptor/Nurse Leader. This date will mark the date of the first shift for the preceptee. This date will be used to mark the start date for these benchmarks.
  4. Once the First Shift Date is entered, then you can validate a Preceptee's benchmarks.
  5. To display a benchmarks criteria, click on the (i) icon next to each benchmark.
  6. To validate a benchmark, select the Validate button located under the Action column for each benchmark. A validation popup will appear.
  7. Select the Benchmark Status to apply to given benchmark. (Not Started is list by default. Not Started should only be used for benchmarks that are not in progress. In Progress status should be used for Benchmarks that have been started, but not complete. Validated should be used once a preceptee is 100% validated on a given benchmark. Not Validated should be used when a user is not valid in a given competency. Each status will display as a different color on the preceptee's status page to indicate progress)
  8. Select the date that the user was effectively validated in given benchmark.
  9. Upload an optional attachment to the validation if desired.
  10. Use the notes section to give additional information on the benchmark validation. Notes are optional.
  11. When you are ready to save the validation, click the Save button. If you don't click save and leave the screen, the validation will not be saved.
  12. Benchmarks marked as valid cannot be revalidated and the Validate button will disappear. Benchmarks with the other 3 statuses will be available for validation until the validation status is selected.
  13. The history of the validations can be viewed for each benchmark by clicking on the History link under the History column. Each time a benchmark is validated, regardless of benchmark status, the record will appear on the History page.    

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Finalizing a Benchmark

To finalize a Benchmark Group, view article on Approving Benchmarks.